Rosealea Yao
China Investment Analyst
Rosealea is a senior analyst in the Beijing office and has been with the firm since 2007. She is a specialist on the Chinese property market, and also works on energy, infrastructure and other issues related to the investment side of the economy. Before joining Gavekal, she worked at the Chinese Institute of CPAs in Beijing. Rosealea studied economics at the University of Manchester, where she earned an MSc degree with distinction, and graduated from Renmin University in 1999.
For Rosealea's article archive click here.
Recent Articles
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Gavekal Dragonomics
June 2, 2020
A Property Rebound In May
Property sales are quickly recovering from their Covid-19 crash, with upward momentum that should continue for several months to come. However, Rosealea argues there are growing risks that China’s property market will start overheating, forcing policymakers to step in and leading to a downwards drift by July/August at the earliest.
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Gavekal Dragonomics
May 11, 2020
The Services Recovery Gets Back On Track
China’s government is substantially relaxing restrictions on travel, retail and other consumer services as its Covid-19 outbreak gets further under control. In this Quick Take, Rosealea outlines the near-term outlook for a recovery in consumer services, as well as the factors still weighing on that recovery.
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Gavekal Dragonomics
April 22, 2020
Steel Prices Signal Stability
Steel prices have stabilized after falling around 10% from their peak, reflecting a relatively rapid recovery in construction activity from the Covid-19 lockdowns. In this piece, Rosealea argues that the steel market is signaling a stabilization in China’s domestic demand from improving housing sales and a boost to infrastructure spending.